BBA
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Braun-Bostich & Associates’s Wells Fargo WFC Stock Holding History

Braun-Bostich & Associates’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$237K Buy
2,983
+296
+11% +$25.4K 0.15% 106
2025
Q4 		$250K Sell
2,687
-386
-13% -$33.5K 0.15% 102
2025
Q3 		$258K Buy
3,073
+87
+3% +$7.05K 0.16% 98
2025
Q2 		$239K Sell
2,986
-453
-13% -$32.7K 0.16% 104
2025
Q1 		$247K Sell
3,439
-59
-2% -$4.43K 0.18% 95
2024
Q4 		$246K Buy
+3,498
New +$239K 0.18% 91
2019
Q2 		– Sell
-276
Closed -$13K – 333
2019
Q1 		$13K Hold
276
– – 0.01% 256
2018
Q4 		$13K Hold
276
– – 0.01% 246
2018
Q3 		$15K Hold
276
– – 0.01% 252
2018
Q2 		$15K Hold
276
– – 0.02% 234
2018
Q1 		$14K Hold
276
– – 0.01% 242
2017
Q4 		$17K Buy
+276
New +$15.6K 0.01% 229

Other funds holding WFC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return